SG Wealth Management is expanding our investment and wealth management practice, and we are looking for an experienced, results-driven Senior Investment Advisor / Wealth Advisor to join our growing team.

This is a client-facing, sales-focused role for an experienced investment professional who knows how to build relationships, identify opportunities, close investment business, and attract new assets to the firm.

What We’re Looking For:

- 10+ years of experience in investment sales and wealth management
- Strong experience with Mutual Funds, Segregated Funds, RRSPs, TFSAs, RRIFs, RESPs, non-registered investments, and retirement portfolios
- Proven ability to prospect, present investment solutions, close business, and bring in current assets/AUM
- Experience working with high-net-worth individuals, professionals, and business owners
- Strong understanding of portfolio construction, retirement planning, tax-productive investing, and wealth accumulation strategies
- Excellent communication, relationship-management, presentation, and closing skills
- CFP designation strongly preferred
- CFA designation or advanced investment credentials considered a significant asset




- Appropriate Canadian investment licensing/registration and strong knowledge of compliance requirements

The Ideal Candidate We are looking for someone who is experienced, knowledgeable, ambitious, relationship-driven, and highly comfortable with sales . This individual should be able to take qualified opportunities, develop the investment relationship, provide appropriate advice, and confidently convert prospects into long-term clients.

You will have the opportunity to work alongside an established wealth management and insurance practice with a strong network of business owners, incorporated professionals, families, and high-net-worth clients .

If you are an experienced investment professional looking for an opportunity to grow assets, build a significant book of business, and become an important part of a growing wealth management firm , we would love to hear from you.

Location: Markham, Ontario

Experience: 10-12+ years preferred

Position: Full-time

Please apply through LinkedIn or submit your resume for consideration at [email protected]

📌 Senior Investment Advisor / Wealth Advisor (Markham)
🏢 SG Wealth Management
📍 Markham